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Alerian MLP ETF

639 hedge funds and large institutions have $3.96B invested in Alerian MLP ETF in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 248 increasing their positions, 193 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 193

5% more funds holding

Funds holding: 609639 (+30)

5% more call options, than puts

Call options by funds: $18.5M | Put options by funds: $17.6M

3% more capital invested

Capital invested by funds: $3.84B → $3.96B (+$123M)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

5.29% less ownership

Funds ownership: 52.39%47.1% (-5.3%)

Holders
639
Holders Change
+30
Holders Change %
+4.93%
% of All Funds
9.2%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
81
Increased
248
Reduced
193
Closed
43
Calls
$18.5M
Puts
$17.6M
Net Calls
+$916K
Net Calls Change
+$8.23M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
451
Capital Investment Advisory Services
North Carolina
$283K -$2.96K -66 -1%
FIM
452
Fernwood Investment Management
Massachusetts
$283K
EWM
453
EPG Wealth Management
Georgia
$281K
LCGC
454
Legacy Capital Group California
California
$278K +$263K +5,848 New
CPA
455
Cardiff Park Advisors
California
$277K +$263K +5,846 New
CAAS
456
Capital Asset Advisory Services
Michigan
$277K +$261K +5,802 New
Millennium Management
457
Millennium Management
New York
$277K +$262K +5,832 New
Vontobel Holding
458
Vontobel Holding
Switzerland
$275K -$8.98K -200 -3%
Bessemer Group
459
Bessemer Group
New Jersey
$275K
ACM
460
Allred Capital Management
Texas
$274K +$259K +5,765 New
BCM
461
Buckhead Capital Management
Georgia
$273K
CHJWM
462
Carlton Hofferkamp & Jenks Wealth Management
Texas
$272K
MIM
463
Moseley Investment Management
Florida
$272K +$258K +5,738 New
CWS
464
Cypress Wealth Services
California
$271K +$3.91K +87 +2%
RG
465
Retirement Group
California
$269K +$46.1K +1,027 +22%
PA
466
Parallel Advisors
California
$268K +$26K +578 +11%
LFG
467
Larson Financial Group
Missouri
$268K
ECG
468
Edge Capital Group
Georgia
$264K
TNBTD
469
Trustmark National Bank Trust Department
Mississippi
$264K
LA
470
LVW Advisors
New York
$264K +$250K +5,555 New
IC
471
IEQ Capital
California
$262K +$248K +5,514 New
MLFP
472
MPS Loria Financial Planners
Illinois
$262K +$29.2K +649 +13%
CIA
473
Concurrent Investment Advisors
Florida
$260K +$246K +5,473 New
WB
474
WesBanco Bank
West Virginia
$259K +$245K +5,456 New
KMWM
475
Keudell/Morrison Wealth Management
Oregon
$258K -$13.5K -300 -5%

AMLP Hedge Fund Activity: Q1 2024 in Review

639 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Alerian MLP ETF (AMLP) for Q1 2024, worth a combined $3.96B — up 3.2% from $3.84B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new AMLP positions and 43 closed out — a net gain of 38 holders — while 248 added to existing stakes and 193 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $31.6M. The largest seller was Morgan Stanley, cutting an estimated $449M.

  • 639 institutional investors held Alerian MLP ETF (AMLP) as of Q1 2024, up from 609 in Q4 2023.
  • Funds reported $3.96B of Alerian MLP ETF stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 81 funds opened new Alerian MLP ETF positions in Q1 2024 and 43 closed out, a net change of +38 holders.
  • The largest Alerian MLP ETF buyer in Q1 2024 was 1832 Asset Management, an estimated $31.6M added.
  • The largest Alerian MLP ETF seller in Q1 2024 was Morgan Stanley, an estimated $449M sold.

Based on aggregated 13F filings for Q1 2024.